Warren Demmon, financial advisor Fond Du Lac WI
96 score

Warren Demmon

CRD Number: 1230455
Current Firm: Bmo Harris Financial Advisors, Inc.

Warren Demmon (CRD# 1230455) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Fond Du Lac, WI and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Ripon, WI Aug 2012 - Current 4
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Current 5
M&i Brokerage Services Ripon, WI Feb 2005 - Current 11
M&i Insurance Services Milwaukee, WI Feb 2005 - Current 11
M&i Trust Company Milwaukee, WI Feb 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Warren L. Demmon
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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